Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access
- (A) Unit - From within the Customer card, select the unit which a note will be applied. Notes are unit-specific. For Customers renting only 1 unit, no selection is required.
Create Notes
- (B) Notes window - Click to remove the placeholder text and begin entering your custom note.
- (C) Quick Response Responses dropdown - Click to access a list of pre-populated note templates that have been created by your management team.
- (D) Mark as Collection Note checkbox - Depending on your management settings, you may have this option. Click the checkbox to label the note as collection-related.
- (E) Add - Click to add the newly created note to the Customer’s unit.
Save Update
- (F) Save - When finished, click to save all updates to the Customer card.
